AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.6M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$11.2M
5
BXP icon
Boston Properties
BXP
+$7.61M

Top Sells

1
+$14.9M
2
+$2.9M
3
+$2.76M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M

Sector Composition

1 Technology 7.09%
2 Real Estate 4.34%
3 Financials 2.07%
4 Communication Services 1.95%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.43T
$2.88M 0.1%
9,077
-9,119
EMXC icon
52
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
$2.75M 0.09%
43,530
NEE icon
53
NextEra Energy
NEE
$175B
$2.69M 0.09%
38,747
+3,116
XLI icon
54
Industrial Select Sector SPDR Fund
XLI
$23.4B
$2.69M 0.09%
18,200
ONON icon
55
On Holding
ONON
$13.7B
$2.56M 0.09%
49,120
FI icon
56
Fiserv
FI
$64.1B
$2.53M 0.09%
14,670
+1,900
BAC icon
57
Bank of America
BAC
$370B
$2.52M 0.09%
53,282
+1,063
INTU icon
58
Intuit
INTU
$180B
$2.51M 0.09%
3,191
SAP icon
59
SAP
SAP
$314B
$2.48M 0.08%
8,150
MELI icon
60
Mercado Libre
MELI
$104B
$2.45M 0.08%
937
ASML icon
61
ASML
ASML
$396B
$2.25M 0.08%
2,812
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$3.04T
$2.23M 0.08%
12,666
+1,431
TT icon
63
Trane Technologies
TT
$92.5B
$2.17M 0.07%
4,969
TCOM icon
64
Trip.com Group
TCOM
$45.9B
$2.16M 0.07%
36,900
C icon
65
Citigroup
C
$172B
$2.1M 0.07%
24,653
QCOM icon
66
Qualcomm
QCOM
$177B
$1.98M 0.07%
12,416
CIEN icon
67
Ciena
CIEN
$24.1B
$1.97M 0.07%
24,232
KO icon
68
Coca-Cola
KO
$291B
$1.78M 0.06%
25,190
+860
NFLX icon
69
Netflix
NFLX
$503B
$1.67M 0.06%
1,245
+36
PM icon
70
Philip Morris
PM
$243B
$1.66M 0.06%
9,110
+314
GE icon
71
GE Aerospace
GE
$318B
$1.61M 0.05%
6,241
+3,206
AMD icon
72
Advanced Micro Devices
AMD
$381B
$1.5M 0.05%
10,542
VGK icon
73
Vanguard FTSE Europe ETF
VGK
$27.6B
$1.48M 0.05%
19,144
+3,830
FTNT icon
74
Fortinet
FTNT
$63.7B
$1.45M 0.05%
13,693
SE icon
75
Sea Limited
SE
$96.3B
$1.33M 0.05%
8,331
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3
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